Ameritas Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54.4K | Sell |
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2025
Q2 | $495K | Sell |
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2025
Q1 | $671K | Buy |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $39.8K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $239K | Buy |
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